![Rex L. Wardlaw](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Rex L. Wardlaw
Directeur/Membre du Conseil chez The Abbey Foundation of Oregon
Provenance du réseau au premier degré de Rex L. Wardlaw
Entité | Type d'entité | Industrie | |
---|---|---|---|
The Abbey Foundation of Oregon
20
| Non-Profit Organization | 20 | |
US Trust
19
| Extinct | Investment Managers | 19 |
First Interstate BancSystem Foundation
5
| Foundation/Endowment | Investment Trusts/Mutual Funds | 5 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Rex L. Wardlaw via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
IBM | Packaged Software | Corporate Officer/Principal | |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
WELLS FARGO & COMPANY | Major Banks | Corporate Officer/Principal | |
FIRST INTERSTATE BANCSYSTEM, INC. | Regional Banks | President Chairman Director/Board Member Director/Board Member Director/Board Member | |
CITIGROUP INC. | Major Banks | Corporate Officer/Principal | |
Avity Investment Management, Inc.
![]() Avity Investment Management, Inc. Investment ManagersFinance Avity Investment Management, Inc. (Avity) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Greenwich, Connecticut. The firm was founded in 1790 as Gillespie, Robinson and Grimm, Inc. and became Avity Investment Management, Inc. in 2022. Avity provides portfolio management services to individuals, trusts, estates, charitable organizations, pension funds, profit-sharing plans and corporations. | Investment Managers | Portfolio Manager-Equities | |
FUELCELL ENERGY, INC. | Electronic Equipment/Instruments | Director/Board Member | |
First Interstate Bank (Billings, Montana)
![]() First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Investment Managers | Chief Operating Officer Chairman Corporate Officer/Principal | |
Merrill Lynch Investment Managers LP
![]() Merrill Lynch Investment Managers LP Investment ManagersFinance Part of BlackRock, Inc., Merrill Lynch Investment Managers LP is a private company that provides investment advisory services. The company is based in Plainsboro, NJ. | Investment Managers | Corporate Officer/Principal | |
University of Notre Dame | College/University | Graduate Degree | |
JPMorgan Private Wealth Advisors LLC
![]() JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Excelsior Multi-Strategy Hedge Fund of Funds (TE 2) LLC
![]() Excelsior Multi-Strategy Hedge Fund of Funds (TE 2) LLC Investment Trusts/Mutual FundsMiscellaneous Excelsior Multi-Strategy Hedge Fund of Funds (TE 2) LLC is a non-diversified, closed-end management investment company. Its objective is to seek capital appreciation through a multi-manager, multi-strategy program of investments in a diverse group of private investment funds. The company was founded on July 24, 2009 and is headquartered in Stamford, CT. | Investment Trusts/Mutual Funds | Director/Board Member | |
Grosvenor Registered Multi Strategy Fund Ti 1 LLC
![]() Grosvenor Registered Multi Strategy Fund Ti 1 LLC Investment Trusts/Mutual FundsMiscellaneous Grosvenor Registered Multi Strategy Fund Ti 1 LLC specializes in aviation, capital, energy management, healthcare, lighting, power and water, oil and gas, and transportation. The company was founded by David Bruce Small and is headquartered in Chicago, IL. | Investment Trusts/Mutual Funds | Corporate Secretary Director/Board Member | |
Grosvenor Registered Multi Strategy Fund Ti 2 LLC | Investment Trusts/Mutual Funds | Director/Board Member | |
Lombard Odier Asset Management (USA) Corp.
![]() Lombard Odier Asset Management (USA) Corp. Investment ManagersFinance Lombard Odier Asset Management (USA) Corp. (LOAM) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2000 and do-business-as Lombard Odier Investment Managers. The firm is a subsidiary of LO Holding SA and their ultimate parent is Switzerland-based Compagnie Lombard Odier SCmA. LOAM provides investment advisory services on a discretionary basis to private pooled investment vehicles (Funds) and investment advisory accounts. The investors in the Funds consist of endowments, foundations, insurance companies, high net-worth individuals, funds of funds, public and corporate pensions, and other sophisticated investors. | Investment Managers | Corporate Officer/Principal | |
Excelsior Global Private Markets Fund Ii Master LLC
![]() Excelsior Global Private Markets Fund Ii Master LLC Investment Trusts/Mutual FundsMiscellaneous Excelsior Global Private Markets Fund II Master LLC is a newly organized, non-diversified, closed-end management investment company. It's primary investment objective is to maximize total return, which consists of income on its investments and capital appreciation. The Fund will normally invest at least 80% of its net assets in Emerging Markets Fixed Income Securities, which include fixed-income securities and other instruments. The company was founded on September 8, 2010 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Director/Board Member | |
Excelsior Global Private Markets Fund Ii Te LLC
![]() Excelsior Global Private Markets Fund Ii Te LLC Investment Trusts/Mutual FundsMiscellaneous Excelsior Global Private Markets Fund Ii Te LLC is a newly organized, non-diversified, closed-end management investment company. The Fund's primary investment objective is to maximize total return, which consists of income on its investments and capital appreciation. The Fund will normally invest at least 80% of its net assets in Emerging Markets Fixed Income Securities, which include fixed-income securities and other instruments. The company was founded on September 8, 2010 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Director/Board Member | |
Excelsior Global Private Markets Fund Ii Ti LLC
![]() Excelsior Global Private Markets Fund Ii Ti LLC Investment Trusts/Mutual FundsMiscellaneous Excelsior Global Private Markets Fund Ii Ti LLC is a newly organized, non-diversified, closed-end management investment company. The Fund's primary investment objective is to maximize total return, which consists of income on its investments and capital appreciation. The Fund will normally invest at least 80% of its net assets in Emerging Markets Fixed Income Securities, which include fixed-income securities and other instruments. The company was founded on September 8, 2010 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Director/Board Member | |
Dartmouth College | College/University | Undergraduate Degree | |
Stanford University | College/University | Masters Business Admin | |
IQ Venture Partners, Inc.
![]() IQ Venture Partners, Inc. Investment ManagersFinance IQ Venture Partners, Inc. operates as an investment bank that provides financial advisory services to companies. The company was founded by Greg Pollowitz and Phil B. Smith and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Lazard Asset Management LLC
![]() Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard, Inc. (NYSE: LAZ). LAM manages investment portfolios and provides investment advice to institutional and individual investors around the world. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Auburn University | College/University | Undergraduate Degree | |
Swarthmore College | College/University | Undergraduate Degree | |
Louisiana State University | College/University | Undergraduate Degree | |
Pacific University | College/University | Director/Board Member | |
University of Arizona | College/University | Masters Business Admin | |
University of Michigan | College/University | Undergraduate Degree | |
University of Portland | College/University | Undergraduate Degree | |
University of South Florida | College/University | Masters Business Admin | |
Citicorp Securities, Inc.
![]() Citicorp Securities, Inc. Investment Banks/BrokersFinance Part of Citigroup, Inc., Citicorp Securities, Inc. provides security brokerage services. The company is based in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
Padlock Ranch Co.
![]() Padlock Ranch Co. Agricultural Commodities/MillingProcess Industries Padlock Ranch Co. owns and operates cattle ranch. It manages cow-calf, farm, and feedlot operation. The company was founded in 1943 and is headquartered in Ranchester, WY. | Agricultural Commodities/Milling | Director/Board Member Chairman | |
Habitat for Humanity Nova Scotia | Corporate Officer/Principal | ||
Metropolitan Family Services
![]() Metropolitan Family Services Miscellaneous Commercial ServicesCommercial Services Metropolitan Family Services provides advice, counseling, and other supportive services to families and individuals. It empowers families to learn, to earn, to heal and to thrive through services provided in four key areas such as economic stability, education, emotional wellness and empowerment. The company was founded in 1857 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
TD Bank, NA
![]() TD Bank, NA Major BanksFinance TD Bank NA provides investing and banking services. Its offerings include personal, small banking, and commercial services through online banking, bills payments, mobile banking, savings & deposit, digital payments, loans and lines of credit, treasury and management services, checking accounts, government banking, and leasing and equipment finance. The company was founded in 1852 and is headquartered in Cherry Hill, NJ. | Major Banks | Corporate Officer/Principal Director/Board Member | |
Friends of Caritas Cubana Corp. | Director/Board Member | ||
TD Bank USA, NA
![]() TD Bank USA, NA Major BanksFinance Part of The Toronto-Dominion Bank, TD Bank USA, NA is a nationally chartered commercial bank. The company is based in Lewiston, ME. | Major Banks | Director/Board Member | |
AlphaQ Advisors LLC
![]() AlphaQ Advisors LLC Investment ManagersFinance AlphaQ Advisors LLC (dba Haven Private) is an independent, SEC-registered investment advisor headquartered in Orlando, Florida. The firm was founded by Johnny Gibson and Syed Rizvi in 2006 as AlphaGen Asset Management LLC. Haven Private offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Investment Managers | Founder |
Statistiques
Internationale
Etats-Unis | 46 |
Canada | 2 |
Sectorielle
Finance | 25 |
Consumer Services | 12 |
Miscellaneous | 7 |
Technology Services | 2 |
Electronic Technology | 2 |
Opérationnelle
Director/Board Member | 81 |
Corporate Officer/Principal | 81 |
Undergraduate Degree | 22 |
Chairman | 17 |
Independent Dir/Board Member | 14 |
Relations les plus connectées
Insiders | |
---|---|
Stephen F. English | 16 |
Natica von Althann | 15 |
Martha Demski | 14 |
Derrick B. Queen | 13 |
Lyle R. Knight | 13 |
Margaret Preston | 13 |
James Scott | 13 |
Nicolo Antonio Celentano | 11 |
Jeffrey Kenneth Yandle | 9 |
John Harris | 9 |
John C. Hover | 8 |
Ed Long | 8 |
John Heyneman | 8 |
Tige Harris | 8 |
Thomas Scott | 7 |
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